Legacy Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,600,000
Clients
47
Advisors
1
of 2 employees
About
Legacy Financial Solutions provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, and business entities. The firm reports managing $7,300,000 in client assets and generally works with clients through account-level advisory relationships subject to a stated advisory minimum that the firm may waive in certain cases.
The firm delivers investment advice on a non-discretionary basis, gathering suitability information, proposing tailored strategies or model portfolios, and obtaining client approval before executing trades; it also may recommend and monitor third-party advisers for portions of client portfolios. Its methods include fundamental and technical analysis and a mix of long- and short-term trading when appropriate, and the firm discloses that some financial planning is incidental to its asset management services.
Notable differences from many peers include its affiliation with an accounting firm (LFS Tax Group, LLC), which the firm may recommend for accounting services, and that its investment advisers are also licensed insurance producers who receive commission-based compensation for insurance and other product sales (including secondary-market annuities and precious metals), separate from advisory fees. The brochure discloses these affiliations and commission arrangements as potential conflicts of interest and indicates that clients are not required to use the firm’s affiliates or insurance representatives.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 0.75% $2,000,000+: 0.50%
Commissions from insurance product sales and other financial products such as structured settlement annuities and gold/silver coins.
Financial/Estate Planning Fees: $300 per hour (minimum four hour engagement); Insurance Consulting: $300 per hour (minimum four hour engagement)
Account minimum: $500,000
Main office
1361 Elm Street, #100
Manchester NH 03101
Advisors at this office
1
Most active in
New Hampshire
Also doing business as
Elder Planning Advisors Of New Hampshire, Inc. · Legacy Financial Solutions, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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